MC

Moelis & Company

Fundamental data last updated:August 11, 2026

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company profile

SECTOR

Financial Services

industry

Financial - Capital Markets

Exchange

NYSE

County of HQ

US

Next Earnings Date

Pending Announcement

Business Summary

Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. The company serves its clients in North and South America, Europe, the Middle East, Asia, and Australia. It has strategic alliances in Mexico with Alfaro, Dávila y Scherer, S.C.; and in Australia with MA Moelis Australia. The company was founded in 2007 and is headquartered in New York, New York.

 


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VALUATION

P/E

22.80

Market Cap ($M USD)

$4.97B

Forward P/E

14.70

PEG

0.27

PRICE TO SALES

3.25

PRICE TO BOOK

10.35

EV / EBITDA

16.95

5-Year Average P/E

Free Cash Flow Yield

8.39%

DCF Value

$27.10

Graham Number

$20.64

Price to FCF

11.92

EV to FCF

12.20

Earnings Yield

4.39%

FCF Yield

8.39%

DIVIDEND

Yield

3.89%

Annual Payout

$2.60

Payout Ratio

98.81%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$2.93

Next Year EPS Growth Estimate

$4.55

Next Year Revenue Growth Estimate

$2.04B

Return on Equity (ROE)

42.00%

FREE CASH FLOW

Operating Margin

18.13%

Debt-to-Equity

0.47

Piotroski F-Score

6

Altman Z-Score

5.35

Return on Invested Capital (ROIC)

31.19%

Current Ratio

0.70

Quick Ratio

0.70

Net Debt to EBITDA

0.38

Interest Coverage

0.00

Gross Profit margin

69.33%

FCF PER SHARE

$5.53

REVENUE PER SHARE

$20.28

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Gainseekers Quantitative Analysis

Summary

The market seems to be mispricing Moelis & Company relative to its intrinsic value. With a DCF value significantly lower than recent pricing, the stock appears overvalued. However, a Forward P/E of 14.31 suggests potential growth, while a robust Altman Z-score of 5.22 indicates financial stability. The earnings yield of 4.51% may not be compelling, but the company’s strong return on equity at 42% showcases effective management. Overall, the valuation metrics paint a mixed picture, with safety and growth potential somewhat at odds.

AI Exposure / Tech Reliance

Operating in the Financial - Capital Markets industry, Moelis & Company is well-positioned to leverage AI and tech advancements. As financial services increasingly integrate technology, the company can enhance its advisory services and streamline operations. This adaptability is crucial for maintaining a competitive edge in a rapidly evolving sector.

The Bull Case

For the value or GARP investor, Moelis & Company offers compelling reasons to buy. A stellar ROIC of 31.19% underscores its capital efficiency, while a Piotroski F-Score of 6 indicates solid financial health. The Free Cash Flow yield, though modest, reflects prudent cash management. With an operating margin of 18.13%, the company demonstrates strong pricing power, making it an attractive proposition for those seeking growth at a reasonable price.

The Bear Case

Despite its strengths, Moelis & Company faces significant structural risks. The Price/Book ratio of 10.08 and Price/Sales of 3.16 suggest the stock is trading at a premium, raising concerns about overvaluation. Its payout ratio of 98.81% leaves little room for dividend growth, and a current ratio below 1 signals potential liquidity issues. Additionally, the stock's proximity to its 52-week high could indicate technical overextension, making it vulnerable to market corrections.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Hold

Average Analyst Price Target

$73.40

Institutional Ownership %

1-Year Beta

1.87

Insider Buying % (6 Mo)

Distance to 52-Week High

17.00%

Distance to 52-Week Low

23.62%

EARNINGS SURPRISE %

-15.25%

50-DAY SMA

$62.59

200-DAY SMA

$66.88

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.